+79.8%
GTE price history and return analytics
+65.7%
+14.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.9% |
| 7D | +6.8% | -1.1% | +7.9% | +7.9% |
| 30D | +15.4% | -1.0% | +16.4% | +16.3% |
| 3M | +35.0% | +3.2% | +31.9% | +29.5% |
| 6M | +38.3% | +12.5% | +25.9% | +18.5% |
| YTD | +154.5% | +14.1% | +140.4% | +114.6% |
| 1Y | +173.2% | +18.9% | +154.3% | +118.4% |
| 3Y | +73.5% | +74.1% | -0.6% | -12.2% |
| All | +79.8% | +65.7% | +14.1% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling